打新实盘| 广合科技 vs 飞速创新 vs 国民技术：本轮还是择优而打

四明逍遥阁

上一轮4个打了2个，基本无误判，准确在兆威机电上捞货赚了小五千，优乐赛共享就算一度破发也无动于衷。

之前就准确估计过，这货的合理估值就是得腰斩起步。而且由于它在港股，小盘股的投资价值就更小了，所以除非后续跌出性价比，不然就是合理估值也没必要去看。

兆威机电算是一点误判，捞得早了点，但卖出没犹豫，最后卖飞也不后悔，能赚到钱就是真本事。

这一轮三个股分析了两个，港股打新|飞速创新：赛道性感，但带病上市，机构认可否？和港股打新|广合科技：AI算力铲子股，基石豪华+估值低=AUTO WIN，剩下一个国民技术没啥可分析的，唯一亮点就是看着诱人的59.02%的AH折价。

后续重点讲讲广合科技和飞速创新的中签率和预期涨幅分析。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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